Are you a Financial Advisor looking to buy or sell a practice?
Willis Consulting can assist you in the process of buying or selling a book of business.
If you are considering selling your business (or acquiring one), it is important you find a financial firm you can trust, who shares your same values, and will treat your clients the way you have.
Whether you decide to sell your practice outright, transition it over time, or scale back and work with select clients, we’ll help you do it your way.
Even if you are only in the preliminary stages of “considering”, let us help you look at your options.